Roth Financial Group, Merritt Island, Florida

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.